HomeCompareVFLAX vs JEPQ

VFLAX vs JEPQ: Dividend Comparison 2026

VFLAX yields 6.40% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 JEPQ wins by $14.3K in total portfolio value
10 years
VFLAX
VFLAX
● Live price
6.40%
Share price
$26.92
Annual div
$1.72
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$30.5K
Annual income
$962.66
Full VFLAX calculator →
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
● Live price
11.10%
Share price
$55.52
Annual div
$6.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$44.8K
Annual income
$2,152.59
Full JEPQ calculator →

Portfolio growth — VFLAX vs JEPQ

📍 JEPQ pulled ahead of the other in Year 1

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodVFLAXJEPQ
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
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Dividend Calendar Overlap

Combined, VFLAX + JEPQ cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
VFLAX pays
JEPQ pays
Both pay
Neither
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Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

VFLAX
Annual income on $10K today (after 15% tax)
$544.35/yr
After 10yr DRIP, annual income (after tax)
$818.26/yr
JEPQ
Annual income on $10K today (after 15% tax)
$943.83/yr
After 10yr DRIP, annual income (after tax)
$1,829.70/yr
At 15% tax rate, JEPQ beats the other by $1,011.44/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of VFLAX + JEPQ for your $10,000?

VFLAX: 50%JEPQ: 50%
100% JEPQ50/50100% VFLAX
Portfolio after 10yr
$37.7K
Annual income
$1,557.62/yr
Blended yield
4.14%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

VFLAX buys
0
JEPQ buys
0
No recent congressional trades found for VFLAX or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricVFLAXJEPQ
Forward yield6.40%11.10%
Annual dividend / share$1.72$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR0%0%
Portfolio after 10y$30.5K$44.8K
Annual income after 10y$962.66$2,152.59
Total dividends collected$8.1K$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

Year-by-year: VFLAX vs JEPQ ($10,000, DRIP)

YearVFLAX PortfolioVFLAX Income/yrJEPQ PortfolioJEPQ Income/yrGap
1← crossover$11,340$640.41$11,930$1,110.39$590.00JEPQ
2$12,813$678.74$14,133$1,224.34$1.3KJEPQ
3$14,427$716.71$16,632$1,340.46$2.2KJEPQ
4$16,191$754.18$19,454$1,457.97$3.3KJEPQ
5$18,115$791.02$22,626$1,576.08$4.5KJEPQ
6$20,210$827.14$26,175$1,694.09$6.0KJEPQ
7$22,487$862.44$30,133$1,811.32$7.6KJEPQ
8$24,958$896.83$34,531$1,927.17$9.6KJEPQ
9$27,636$930.26$39,403$2,041.08$11.8KJEPQ
10$30,533$962.66$44,787$2,152.59$14.3KJEPQ

VFLAX vs JEPQ: Complete Analysis 2026

VFLAXStock

First Trust Alternative Opportunities Fund, acts as Closed-End Investment Fund/Investment Trust. The company is headquartered in Milwaukee, WI.

Full VFLAX Calculator →

JEPQETF

The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Nasdaq-100 Index (the Benchmark), and (2) through equity-linked notes (ELNs), selling call options with exposure to the Benchmark. It is non-diversified.

Full JEPQ Calculator →
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.